What Sets Us Apart The Wealth Empowerment Journey A proprietary system developed to help you define your goals, develop a plan of action and implement detailed strategies to achieve your life-long goals. Choose Your Vessel Voyage Discovery Charting the Course Setting Sail Navigating the Seas The 5 Stages of Wealth A custom designed exercise to help ensure proper timing and execution of each wealth phase during your lifetime. Wealth Creation Wealth Protection Wealth Accumulation Wealth Distribution Wealth Transfer Strategic Treasure Chests A trademarked model to verify your “balance” within each key area of investments and insurance. After-Tax Treasure Tax-Managed Treasure Tax-Free Treasure Guidance Financial nor it’s licensed professionals offer legal, tax or accounting advice. You should consult with your own advisors regarding your particular situation.